EDUCATION

Expected Value: The Mathematics of Lottery Returns

A deep dive into why lotteries have negative expected value and what this means for players making informed decisions.

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10 min read
Educational Content
Content by Prof. James van der Merwe

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This educational article was created with AI assistance to ensure comprehensive coverage of lottery statistics and probability theory. The author profiles shown represent the type of expertise consulted during content creation. All mathematical calculations, statistical analyses, and probability information have been thoroughly verified for accuracy. Any illustrative examples or scenarios are used for educational purposes only.

PJvdM

Prof. James van der Merwe

Financial Mathematics Expert

Professor van der Merwe teaches financial mathematics at Stellenbosch University and has written several books on probability and risk assessment. [This is a fictional author persona. Article created with AI assistance for educational purposes.]

* Author profile represents domain expertise consulted for this educational content

Expected Value: Understanding Lottery Mathematics

Expected Value (EV) is perhaps the most important mathematical concept for understanding lotteries, yet it's widely misunderstood. This comprehensive guide will explain what EV means, how to calculate it, and why every lottery ticket has negative expected value.

What Is Expected Value?

Expected Value is the average amount you can expect to win or lose per bet if you could repeat the bet infinitely. It's calculated by multiplying each possible outcome by its probability, then summing all these values.

The Formula

EV = Σ (Probability of outcome × Value of outcome) - Cost of bet

Calculating Lottery Expected Value

Let's calculate the EV for South African Lotto:

Given Information

  • Ticket cost: R5
  • Jackpot (average): R10,000,000
  • Odds of jackpot: 1 in 20,358,520
  • Simplified Calculation (Jackpot Only)

    EV = (1/20,358,520 × R10,000,000) - R5

    EV = R0.49 - R5

    EV = -R4.51

    This means for every R5 ticket, you can expect to lose R4.51 on average.

    Complete Calculation (All Prizes)

    Prize TierMatchOddsAverage PrizeContribution to EV
    -----------------------------------------------------------
    Jackpot61:20,358,520R10,000,000R0.49
    2nd5 + Bonus1:3,393,087R50,000R0.01
    3rd51:75,402R2,500R0.03
    4th4 + Bonus1:30,161R1,000R0.03
    5th41:1,371R100R0.07
    6th3 + Bonus1:1,028R50R0.05
    7th31:72R20R0.28
    8th2 + Bonus1:96R10R0.10

    Total Expected Return: R1.06

    Ticket Cost: R5.00

    Expected Value: -R3.94

    What Negative EV Means

    For Individual Players

    A negative EV of -R3.94 means:

  • On average, you lose R3.94 for every R5 ticket
  • The lottery keeps 78.8% of all money wagered
  • You're essentially paying R3.94 for entertainment
  • Over Time

    If you buy 2 tickets per week for a year:

  • Spend: R520
  • Expected return: R110
  • Expected loss: R410
  • Comparing Different Games

    GameTicket PriceAverage EVHouse Edge
    --------------------------------------------
    LottoR5-R3.9478.8%
    PowerBallR5-R3.7575.0%
    Daily LottoR3-R2.1070.0%
    Scratch CardsR10-R4.5045.0%
    Slot MachinesVariableVariable2-15%
    Blackjack (optimal)VariableVariable0.5%

    The Psychology of Negative EV

    Why People Play Despite Negative EV

  • **Utility Beyond Money**
  • - Entertainment value

    - Hope and dreams

    - Social participation

  • **Probability Neglect**
  • - Focusing on prize size, not odds

    - Overestimating tiny probabilities

  • **The Jackpot Effect**
  • - Life-changing potential outweighs mathematical reality

    - "Someone has to win"

    Advanced Concepts

    Variance and Standard Deviation

    While EV tells us the average, variance shows the spread:

  • Lottery: Extremely high variance (usually lose small, rarely win big)
  • Result: Most players experience worse than EV suggests
  • The Kelly Criterion

    The Kelly Criterion suggests optimal bet sizing based on EV and bankroll. For negative EV bets:

    Optimal bet size: 0

    Mathematically, you should never play negative EV games if maximizing wealth is your only goal.

    Practical Applications

    Smart Playing Guidelines

  • **Never play with money you need**
  • - Negative EV guarantees long-term losses

  • **Set strict limits**
  • - Treat spending as entertainment cost

  • **Don't chase losses**
  • - Each ticket has the same negative EV

  • **Understand the true cost**
  • - You're paying ~R4 per R5 ticket for entertainment

    When EV Becomes Positive

    Lottery EV can theoretically become positive when:

  • Jackpot rolls over multiple times
  • Jackpot exceeds R100 million for Lotto
  • However, even then:

  • Taxes reduce actual EV
  • Multiple winners split prizes
  • Lump sum vs. annuity affects value
  • Real-World Examples

    Case Study 1: The Office Pool

    20 colleagues each contribute R5 weekly for Lotto tickets.

  • Annual spend per person: R260
  • Expected return per person: R55
  • Cost of participation: R205 per year
  • Case Study 2: The Regular Player

    Plays R50 weekly on various games:

  • Annual spend: R2,600
  • Expected return: R550
  • Annual cost of playing: R2,050
  • Conclusion

    Understanding Expected Value is crucial for informed lottery participation. With an EV of approximately -R4 per R5 ticket, the lottery is mathematically a poor investment. However, if you understand this and choose to play for entertainment, you can make informed decisions about spending.

    Remember: The lottery is a form of entertainment with a cost, not an investment strategy. Play responsibly, within your means, and with full understanding of the mathematical reality.

    Disclaimer: This educational article was created by LottoAI with AI assistance. While the mathematical concepts and calculations are accurate, this content is for educational purposes only. The author is a fictional expert persona created to present this information effectively.

    mathematics
    expected-value
    probability
    financial-literacy

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